Profile
Ms. Mary E.
Agran is Senior Advisor at Libbie Agran Financial Services & Seminars.
She has over 35 years of experience in financial planning and investment management.
She founded the firm in 1980.
Ms. Agran has taught seminars and classes on a variety of financial topics.
She has lectured for Money Magazine, various professional organizations, and corporations.
Ms. Agran received her Bachelor's Degree in Psychology and her Master's Degree in Public Health - specializing in business and health administration - from the University of California, Los Angeles.
Former positions of Mary Elizabeth Agran
Companies | Position | End |
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Libbie Agran Financial Services & Seminars
Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations. | Founder | 2016-02-29 |
University of California | Corporate Officer/Principal | - |
IBM Systems & Technology Group
IBM Systems & Technology Group SemiconductorsElectronic Technology IBM Systems & Technology Group provides computer hardware and software services. It also offers enterprise computing, storage, and microelectronic products. The company is headquartered in Somers, NY. | Corporate Officer/Principal | 1970-12-30 |
Training of Mary Elizabeth Agran
University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Libbie Agran Financial Services & Seminars
Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations. | Finance |
IBM Systems & Technology Group
IBM Systems & Technology Group SemiconductorsElectronic Technology IBM Systems & Technology Group provides computer hardware and software services. It also offers enterprise computing, storage, and microelectronic products. The company is headquartered in Somers, NY. | Electronic Technology |
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